See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,128 | $78,694-64.3% | $67,652-58.4% | $125,391-77.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -5.01% | 9.46%-14.5pp | 6625.04%-6630.0pp | 282.22%-287.2pp |
| Employer contribution / active EE | $14,957 | $3,044+391.4% | $2,266+560.2% | $4,866+207.4% |
| Participant deferral / active EE | $5,001 | $4,292+16.5% | $3,560+40.5% | $5,352-6.5% |
| Admin fee / account holder | $547 | $7,403-92.6% | $4,821-88.6% | $9,540-94.3% |